AI bubble fears resurface as tech selloff, debt-funded capex strain financing

Investor sentiment is turning against AI equities amid a tech selloff and concerns that the sector's massive infrastructure spending is increasingly debt-financed. The piece questions whether the AI boom is a leveraged bubble, though it offers no hard data on leverage levels or valuation metrics. This matters because a sustained repricing of AI assets could trigger broader risk-off moves in equities and credit.

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